Stadion Tactical Growth I

The investment seeks long-term capital appreciation.
To achieve its investment objective, the Growth Fund invests primarily in actively managed or index-based ETFs, mutual funds and other investment companies, groups of securities related by index or sector made available through certain brokers at a discount brokerage rate and options or futures positions with respect to any of the foregoing intended to match or approximate their performance that the Adviser believes have the potential for capital appreciation.

Key stats

Management firm  Stadion Funds
Domicile  United States
Fund Administrator  ALPS Fund Services, Inc.
Global Branding Name  Stadion
Fund currency  USD
Launch Date  2004-04-30
ISIN  US85235B7800
SEDOL  B9L53N0
Manager 1 Name  Paul Frank
Manager 2 Name  William McGough
Fund Strategy  Tactical Allocation
Benchmark  S&P 500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-06-30
Return - 1 Month  1.73%
Return - 2 Months  3.73 %
Return - 3 Months  3.53%
Return - 6 Months  4.45 %
Return - 9 months  10.71 %
Return - 12 Months  18.30%
Annualized return 24 months  14.06 %
Annualized return 36 months  11.04 %
Annualized return 48 months  15.78 %
Annualized return 60 months  14.68 %
Return 120 months  7.07 %
Annualized return since Inception  7.21%
Return YTD  4.45%

Ratings

Morning Star Rating Date   2014-06-30
Morning Star Rating - 36 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 60 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $500,000
Maximum Managment Charge  1.25 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Stadion Funds
Contact Address 2  1061 Cliff Dawson Road
Contact Address 3  Watkinsville, GA 30677
Contact city  Watkinsville
Contact country  United States
Fund Admin Group  Stadion Funds
Web Address  www.stadionfunds.com
Custodian  U.S. Bank N.A
Phone  706-353-8737

Price

Last Price Date  2014-07-28
Pre-tax nav  10.63
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.01
Price change (percentage)  0.09 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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